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Prime Capital Investment Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Prime Capital Investment Advisors’s Portfolio SMIG Stock Details SMIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.88M Buy
336,636
+17,015
+5% +$514K 0.11% 150
2025
Q4 		$9.21M Buy
319,621
+2,772
+0.9% +$79.8K 0.11% 143
2025
Q3 		$9.39M Buy
316,849
+20,874
+7% +$616K 0.12% 131
2025
Q2 		$8.54M Buy
295,975
+230,074
+349% +$6.48M 0.11% 141
2025
Q1 		$1.88M Buy
65,901
+25,492
+63% +$747K 0.02% 378
2024
Q4 		$1.18M Buy
40,409
+6,559
+19% +$198K 0.02% 399
2024
Q3 		$990K Buy
+33,850
New +$948K 0.01% 446

Other funds holding SMIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prime Capital Investment Advisors's SMIG Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 5.3% in Q1 2026, buying an estimated $514K and bringing the position to 336,636 shares worth $9.88M. The position accounts for 0.11% of the portfolio, ranked #150.

Prime Capital Investment Advisors first reported a position in SMIG in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Prime Capital Investment Advisors held 336,636 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $9.88M as of Q1 2026.
  • Prime Capital Investment Advisors bought 17,015 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $514K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.11% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • Prime Capital Investment Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.